Blog

Insights from the experts in investment fiduciary responsibility.

What does Client Engagement Mean to Us?

Posted by Linda Groden, AIF®, Client Engagement Manager on July 27, 2018

What does Client Engagement Mean to Us?

The Fi360 Client Engagement Team wants you to know they're ready to exceed your expectations.

How to Get the Most Out of Model Portfolios

Posted by Travis Reeder, AIF®, Product Marketing Manager on July 20, 2018

How to Get the Most Out of Model Portfolios

Advisors who work with plans that offer models often ask themselves how model portfolios can be showcased in an effective way, similar to target date funds. At the end of the day, participants just want to say, “Oh! That’s me right there. That’s what I should do.  That’s my model.”

Fi360 and The Retireholi(k)s Review the Fiduciary Focus Toolkit

Posted by on July 13, 2018

Fi360 and The Retireholi(k)s Review the Fiduciary Focus Toolkit

We partnered with The Retireholi(k)s for a very special episode dedicated to the Fiduciary Focus Toolkit. Check it out!

Educating Plan Sponsors to Win and Retain Business

Posted by Ryan Lynch, , AIF®, PPC®, Program Manager on July 09, 2018

Educating Plan Sponsors to Win and Retain Business

Check out our latest offering - a white-labeled education series for plan sponsors, aptly titled, Plan Sponsor Education Series. We like to get right to the point with our resource titles. Click through to learn more!

Conformity Is Not the End: Part 1

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on June 12, 2018

Conformity Is Not the End: Part 1

Conforming to The Fiduciary Standard - This is a blog series focused on elevating your practice beyond the Fiduciary Standard of Excellence. The focus for Part 1 is how to define your client service strategy goals and success metrics.

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